Upexi Ownership

Who are the major shareholders and have insiders been buying or selling?


Recent Insider Transactions

NasdaqCM:UPXI Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
12 Mar 24BuyUS$36,566Allan MarshallIndividual3,207.5US$11.40
11 Mar 24BuyUS$8,174Allan MarshallIndividual681.15US$12.00
05 Mar 24BuyUS$72,109Allan MarshallIndividual5,150.65US$14.00
15 Dec 23BuyUS$8,213Allan MarshallIndividual419.05US$19.60
14 Dec 23BuyUS$4,127Allan MarshallIndividual226.75US$18.20
07 Dec 23BuyUS$84,952Allan MarshallIndividual4,500.05US$18.88
05 Dec 23BuyUS$16,294Allan MarshallIndividual964.8US$16.89
04 Dec 23BuyUS$24,359Allan MarshallIndividual1,708.9US$14.25

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.


Ownership Breakdown

What is the ownership structure of UPXI?
Owner TypeNumber of SharesOwnership Percentage
Institutions39,2603.76%
Individual Insiders286,03027.4%
General Public719,17968.9%

Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 2.9%.


Top Shareholders

Top 14 shareholders own 31.14% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
14.1%
Allan Marshall
146,983US$765.8k0%no data
11.7%
Eugene Salkind
122,380US$637.6k0%no data
2.05%
Team Hewins, LLC
21,412US$111.6k0%0.02%
1.46%
Andrew Norstrud
15,278US$79.6k0%no data
1.33%
The Vanguard Group, Inc.
13,913US$72.5k-4.35%no data
0.13%
Lawrence Dugan
1,389US$7.2k0%no data
0.081%
State Street Global Advisors, Inc.
843US$4.4k0%no data
0.076%
Northern Trust Global Investments
797US$4.2k0%no data
0.063%
Renaissance Technologies LLC
655US$3.4k-26.8%no data
0.061%
Tower Research Capital Europe Limited
640US$3.3k115%no data
0.059%
Goldman Sachs Group, Investment Banking and Securities Investments
618US$3.2k0%no data
0.036%
Securities America Advisors, Inc.
375US$2.0k0%no data
0.00057%
Bank of America Corporation, Asset Management Arm
6US$31.020%no data
0.0001%
Simplex Trading, LLC, Asset Management Arm
1US$5.4-90%no data